Outsourced
Family Office
Catamaran Family Office is an outsourced family office (OFO) for high-net-worth individuals, family offices, investment structures, funds, and their trusted advisors across various jurisdictions.
Preserving, growing, and transferring the capital of HNWI and UHNWI clients worldwide.
An exclusive pool of 4,500 experts and senior-level professionals across 50 countries, whose qualifications and hands-on experience meet the requirements of the largest families, family offices, and private investment structures.
ONE OF THE WORLD’S LEADING INDEPENDENT FIRMS SPECIALIZING IN PREMIUM FINANCIAL SERVICES.
Family Office
- Family office setup and structuring.
- Unified capital management framework and advisor coordination.
- Inheritance, succession planning, and family constitution.
- Selection and management of a team of trusted specialists.
- Philanthropy and stewardship of family values.
Consulting
- Legal advisory on ownership structures.
- Tax planning and international compliance.
- Risk management, AML/KYC, and regulatory reporting.
- CFO Support: financial control, budgeting, and reporting.
- CIO Support: investment analytics, due diligence, and second opinion.
Wealth Management
- Private capital structuring.
- Asset protection and confidentiality.
- Support for personal and family investment decisions.
- Luxury and passion assets management.
- Lifestyle management and international mobility.
Asset Management
- Creation of tailored asset ownership structures.
- Management of private foundations, trusts, and family holdings.
- Administration of real estate and movable assets.
- Support for complex investment portfolios.
- Consolidated reporting and asset control across multiple jurisdictions.